home

Contracts

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

Contracts

Program Basics

download

Conga Contracts Portal

Contracts provides a secure module known as the Portal, which is an online forum that your customers and clients can access to share information, exchange documents, negotiate contracts, and sign documents using electronic signatures. The Portal is also used to register suppliers (or vendors) who want to do business with your company.

Contracts includes a secure module known as the Portal, which is an online forum that your customers and clients can access to share information, exchange documents, negotiate contracts, and sign documents using electronic signatures. The Portal is also used to register suppliers (or vendors) who want to do business with your company.

Customers and clients receive the URL for the Portal from a link in an email message that is generated by the Document Package Wizard or the eSignature Package Wizard (from DocuSign).

Administrators are responsible for providing a link to the Portal to potential suppliers or vendors during the Supplier Registration process. During this process, Administrators can provide the link to suppliers via email, or the Administrator can post the link on their company's website.

The individuals who participate in document packages, the electronic signing process, and supplier registrations via the Portal are known as external participants.

Logging in to the Portal

  1. Ensure the I have an account radio button is selected.
  2. In the Email Address field, enter the email address that was used to invite you to the document package, participate in the eSignature process, or register as a supplier.
    Tip:

    If you have not already set up your Portal account, you must create an account.

  3. In the Password field, enter your password.
    Tip:

    If you don't remember your password, click the Forgot Password button to answer a security question. Once you correctly answer the question, you receive an email message containing a link to a screen that allows you to reset your password.

  4. Click Login.

Creating a Portal Account

If you do not have a login to Contracts, but you are an external participant in a Contracts process, you are required to login to the Portal. If you do not have a Contracts Portal account, you will be required to create one.

  1. Select the I need to register radio button.
  2. When the screen refreshes:
    • Provide the required User Information.
    • Click the Portal Settings link to display the options:
    • Clear the appropriate check box if you do not want to receive an email when a document is checked out of or back into the document package, or when a document in the document package was completed.
  3. Click Register.
Administrator Guide
Contracts

January 2, 2025